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Questions tagged [process-builder]

The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.

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Setting WhatId on Unresolved Emails

We've got an issue where lots of unresolved emails come into a generic email channel. We don't want to create leads but those emails are synced to SFDC and show up as Unresolved Emails. However, ...
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1answer
16 views

How to add multiple scheduled actions in a process builder

I want to send reminders 45 days, 30 days, 21 days before the event start date. I have mentioned all those 3 in process builder. Please see the screenshot. The problem I am facing is if I create a ...
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1answer
17 views

How do I check if a record exists before one is created in Process Builder?

I've have a process that creates an Account when a new application (PPA_Equipment_Request) is submitted. The auto created Account works quite well but does not look to the Account object FIRST to see ...
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14 views

How to Set the value of a picklist with a formula? Possible?

We have a process which creates Contacts when new Applications are submitted (co, Applications__c). The new Contact has a lookup back to Applications (co, Applications__c). There is a field on ...
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1answer
22 views

Process Builder is not updating all the fields

Thanks in advance. I have a process builder which will update 5 different fields as an update action Once the user gives Year1 and x value it should calculate the values for all other year fields. ...
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14 views

ISCHANGED and PRIORVALUE formula creating error in PB

I have a request to track some metrics within a case. Building a case history report isn't my solution as they take too long to run and the criteria is too specific. What I'm wanting to do is ...
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1answer
17 views

How to send a reminder 45 days before the event -— formula field does not trigger the process builder

I have created a custom object "Assigned tasks" that works like tasks such that it has due date, subject, priority e.t.c. This custom object "Assigned tasks" is a child object to case object. Case ...
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18 views

Process builder update other child records except himself

I have a process builder, which is triggered by a child object, Asset. As an action I want it to update other child records for the same parent Account. But it should update all related Asset records ...
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1answer
26 views

The formula expression is invalid: Syntax error. Found ')'

I feel like I'm way off but trying to setup a critiera in process builder that determines if the year 2018 from the picklist Year is selected, and the Call Total field has been modified and the record'...
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2answers
13 views

The formula expression is invalid: Incorrect parameter type for function 'Year()'. Expected Date, received DateTime

I'm trying to figure out a formula in process builder where the custom object name AidTrack_Call__c field's value of Year__c, has been changed from 2018. The formula listed below produces this error ...
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2answers
26 views

Apex trigger to execute after batch is finished?

I have 2 Orgs let's call them A & B. I have a process that queries org A and transfers data into Org B. For simplicity, let's say OrgA.Id OrgA.ManagerID After my upsert I end up with a record ...
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Process Builder not working on update properly

Hi I have requirement as follows : Whenever client make the checkbox true and select the Contact as lookup in the Case object then particular contact information must get copied to the Contact ...
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Process Builder: Creating a new contact from event registration information [closed]

Is there a way to create a new contact (or link) from registration fields (first name, last name, email) using process builder. On the registration object (custom), people are able to buy multiple ...
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Can not access flows and processes via UI installed with 2GP / SFDX on target org

I have some second generation packages (2GP) that contain processes and flows. I am working with the API Version 44.0. When pushing/pulling the flows on/from scratch orgs, they work easily. But after ...
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1answer
16 views

Auto-Populate a Lookup Field without Saving? Is This Possible?

is it possible to auto-populate a lookup field without saving the case record type? (without code/via config) Scenario: Case Record Type. -User uses lookup field 'Client Product' to select a ...
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1answer
11 views

Process Builder - Base on Date Ranges

I'm trying to use Process Builder to populate a client status one year ago today. We have a date field that I can base this on of, let's say, "Last Purchase Date". If this date field is between 12-18 ...
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1answer
23 views

formula compiles in PB sandbox but not in production

I have a formula field in a PB as the criteria to update a field. It works fine in sandbox but in Prod I get an error. The PB should update the case if the Type changes from the L3 value.
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1answer
19 views

ProcessBuilder not updating the record on a particular object

Hi I have requirement as Process builder to copy the fields from contact object to Case object on the basis of a check box and contact look up fields. The process builder is working perfectly on ...
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18 views

Process Builder run After update

I want to run process builder after records updated. For this, I have written formula into PB. AND(NOT(ISNEW()) ,NOT( ISNULL( [Payment__c].Payers_Email__c) ),[Payment__c].Payment_Email_Sent__c=true) ...
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27 views

ProcessBuilder Not working on update

Hi I have Scenario in which process builder is not working on update : I have Created a check box in which and whenever checkbox is true all the address related information need to be copied to the ...
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2answers
15 views

Lead Formula for sending an email when converted

I created a process builder flow that will send an email when a lead is converted in lightning. I created a hidden formula on the lead field that pulls in all the ConvertedID's in one field and I ...
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1answer
24 views

Recursion in Trigger and Process builder

I have a before update/insert trigger on Contact trigger ContactTrigger on Contact (before insert, before update) { for(contact con:Trigger.New){ If (con.FirstName ==con.LastName){ ...
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16 views

Auto case number based on a specific record type? [duplicate]

We have around 10 case record types. We have one specific record type for our service cases. We want the cases to be assigned an auto case number whenever a new case is created. We do have a auto ...
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1answer
17 views

Update datetime field for scheduled action in process builder won't trigger action at the new datetime value

I have a process builder that schedule an action when a datetime field on record is reached. After that i update datetime field to a another datetime value. But it seems to me that it never trigger ...
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1answer
20 views

In process builder, how do I write a formula to set a relative day but a specific time?

In this example, let's say a new account is created and we want to have a kickoff lunch with that new account. I'm setting up my logic in process builder using a Start Date Time set to... ...
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2answers
31 views

Possible to use Process Builder subscribed to Platform Event to create New Record?

I know it's possible to create a Process Builder that executes based on receiving a Platform Event but is it possible to use the Process Builder to simply create a new Record every time an event is ...
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1answer
28 views

Process Builder fail when creating new records due to duplicate value not allowed in a field

I'm getting the error below: We can't save this record because the “Legal Contract: Updates - New Records” process failed. Give your Salesforce admin these details. This error occurred when the ...
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1answer
20 views

Why is the email alert sent from the salesforce email address instead of the email specified in the 'from email address'

I created a process that gets triggered only when a case is created. The process sends an email to the user who submitted the case(issue) via email. The email does get sent but the issue here is that ...
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1answer
21 views

Process for case not triggered when case is created from email-to-case

I set up email-to-case and create a process that's triggered when only when a case is created. The process sends an email alert to the person submitting the case. If I create a case manually, the ...
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1answer
13 views

Issue with Email Alert in the field 'from email address'

I'm trying to create an email alert for notifying the case submitter through email. I've set up email-to-case automation and now I'm working on the response email. I'm stuck at the 'from email address'...
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1answer
11 views

Before trigger time dependent action process builder

I have created a time dependent action using process builder, it should notify 1 hr before the created date. How does this even possible to know that a particular record will get created after 1 hr? ...
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20 views

How to get the Flow Interview (Scheduled action Queue) related record ID

We have some flow interview queue record which is paused, how could we find the related record id (Parent record ID).
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2answers
39 views

Best to avoid Scheduled Actions in Process Builder?

We have been using Process Builder instead of workflow for many years now. But we have been bitten a few times by problems with Scheduled Actions in PB. Specifically, we were just bitten by the ...
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1answer
237 views

Why am I double charged on DML limits in a process builder?

This question is a follow-up from another question where the accepted answer states that for each Update Records action in a process, following limits are consumed: As you can therefore conclude, ...
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18 views

Can I Stamp my Service Appointment Status?

I'm looking to capture via the process builder when a Service Appointment status has been changed, and I want to store this timestamp in a custom field from a custom object for each one of the ...
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1answer
19 views

Maintain scheduled action after record is updated

I'm using process builder to fire a scheduled action with the following criteria: AND ( TEXT([Opportunity].Status__c) <> "Open", PRIORVALUE([Opportunity].Status__c) = "Open" ) the scheduled ...
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19 views

Process Builder Post to Chatter as Any User

Is there a way that upon editing/saving any user record that I can post to chatter as that user what his Profile is? Example: I, the System Admin Edit User 'John Doe'. ((I change John Doe to ...
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1answer
21 views

Using Process Builder with Lookup Filters

We have a web-based form that customers fill out and the data gets saved in a custom object called Book Requests. When the Book Request Record is saved, Process Builder generates the Account (always ...
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18 views

Can I Capture Status Change Times in a Service Appointment?

my team and I want to capture the exact time when a Service Appointment Status changes in order to build metrics around this. So far this are the statuses that I have: Schedules, Responded, Dispatched,...
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1answer
22 views

Picklist values activate or deactivate with workflow or process builder

I am working on the Opportunity Record and we would like to have a more granular reason as to why a Product Opp was lost to a competitor. The business folks want a single picklist but this picklist ...
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0answers
45 views

Process Builder Immediate Actions & Scheduled Actions on same Criteria?

@DavidReed @sfdcfox I'm trying to see if this is set up correctly. I have Immediate Actions & Scheduled Actions running off of the same Criteria. The problem is, my Immediate Actions are not ...
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1answer
22 views

Create a custom object record when a user self register's through community

I am actually trying to figure out a way wherein when a user self register's to a community(lightning) i want a custom object record to be created , i assume this can be done through process builder , ...
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15 views

Launch visual flow from process builder tu update same record

I have a process builder to call a visual flow which collect some data from custom metadata based on information in different objects. After get this data, I need to update the record which fired the ...
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1answer
25 views

How do I assign task to Case Owners without breaking on a queue owned case?

Currently I have a process builder flow that is built to assign a task to the case owner when a case comment is added by someone other than the case owner. 90% of the time this works great, but when ...
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1answer
23 views

How to prevent flow errors from being sent to my email address?

I did some consulting for a company a couple of years ago, and I set up some processes in Process Builder. Now it seems that they hired another consultant to customize other things, but sometimes I ...
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0answers
9 views

Error on deactivating process builder from unlocked package

We have process builders installed from unlocked package. Until now everything worked perfectly (besides the old known issues that you cannot see body of process builder from installed package), but ...
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17 views

Process Builder Date Time Formula Help Please

I'm build a Process Builder Criteria that needs to say: if X Field = Error && AT 3AM TODAY then Execute Action. I'm not sure how to do 3AM Today. Thanks
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1answer
27 views

IF statements in formula field or process builder

I need a formula field that essentially has two different formulas depending on which product is selected on the Opp Product. Both products and formulas will be needed, so it's not really an IF/ELSE ...
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0answers
78 views

DUPLICATE_VALUE: Maximum number of duplicate updates in one batch (12 allowed)

I am getting this error when Leads are updated in bulk. Actually, it happens when the Lead Object Process criteria try to update a checkbox field on an Account. So when more than 12 child lead ...
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13 views

is it necessary to choose picklist value as closed type for creating task in process builder?

do we need to choose task picklist value of type closed for creating a task using process builder.Because the task is not getting created when I select the picklist value for Status field which is not ...